GT
JMOM icon

Greenleaf Trust’s JPMorgan US Momentum Factor ETF JMOM Stock Holding History

Greenleaf Trust’s Portfolio JMOM Stock Details JMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,970
Closed -$320K – 825
2025
Q2 		$320K Buy
+4,970
New +$292K ﹤0.01% 614

Other funds holding JMOM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Greenleaf Trust's JMOM Position: Q3 2025 in Review

Greenleaf Trust sold out of JPMorgan US Momentum Factor ETF (JMOM) in Q3 2025, closing a stake of 4,970 shares — an estimated $320K sold.

Greenleaf Trust first reported a position in JMOM in Q2 2025 and held it in 1 quarter. The position peaked at $320K in Q2 2025. 123 funds tracked by Wall St. Rank hold JMOM as of Q3 2025.

  • Greenleaf Trust reported no remaining JPMorgan US Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Greenleaf Trust sold 4,970 JPMorgan US Momentum Factor ETF shares in Q3 2025, an estimated $320K.
  • Greenleaf Trust first reported a position in JPMorgan US Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • Greenleaf Trust's JPMorgan US Momentum Factor ETF position peaked at $320K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held JPMorgan US Momentum Factor ETF as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.